25国暂停对美寄送包裹；迷你版Labubu全球开售丨出海周报

Industry Overview - 25 countries have suspended parcel shipments to the U.S. due to new regulations that require all packages valued at $800 or less to pay applicable taxes starting from August 29 [1] - China's trade with the Arab League reached a record high of 1.72 trillion yuan in the first seven months of the year, marking a 3.2% year-on-year increase [2] - The Ministry of Commerce in China is set to optimize the zero tax rate declaration process for service exports, aiming to enhance export tax rebate efficiency [3] Major Platforms - Mini version of Labubu has sold out in Australia, New Zealand, and Japan on AliExpress, indicating strong overseas demand [4] - JD.com's cross-border e-commerce brand Joybuy has officially launched in France and plans to enter the German market soon [5] - Temu topped the Brazilian e-commerce traffic rankings with 410 million visits in July, a 70% month-on-month increase [6] - Amazon plans to build over 800 logistics distribution points in Brazil by the end of 2025 to enhance delivery efficiency [7] Company Updates - BYD announced the construction of an assembly plant in Malaysia, expected to commence production in 2026 [8] - Leapmotor's European manufacturing base will be established in Zaragoza, Spain, with production set to begin in Q3 of next year [9] - Lucky Coffee, a brand under Mixue Group, opened its first overseas store in Malaysia, selling nearly 2,000 cups on the opening day [10] - Alibaba's international business revenue grew by 19% year-on-year, driven by strong performance in cross-border operations [11] - Didi's international business saw a 24.9% year-on-year increase in order volume, reaching an average of 1.196 million daily orders in Q2 [12] - Anker Innovations reported a 33.36% year-on-year increase in total revenue for the first half of the year, reaching 12.867 billion yuan [13] - Legg's revenue grew by 29.56% year-on-year to 3.145 billion yuan, with overseas warehouse business showing significant growth [14] - Zhiou Technology's revenue increased by 8.68% year-on-year, with 50% of its production capacity for U.S. shipments relocated to Southeast Asia [15]